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Athabasca Oil Corp T.ATH

Alternate Symbol(s):  ATHOF

Athabasca Oil Corporation (AOC) is a Canadian energy company with a focused strategy on the development of thermal and light oil assets. AOC’s segments include Light Oil and Thermal Oil. The Thermal Oil segment includes the Company’s assets, liabilities and operating results for the exploration, development and production of bitumen from sand and carbonate rock formations located in the Athabasca region of Northern Alberta. It also consists of two operating oil sands steam assisted gravity drainage projects and a resource base of exploration areas in the Athabasca region of northeastern Alberta. The Light Oil segment includes its assets, liabilities and operating results for the exploration, development and production of light crude oil and medium crude oil, tight oil and conventional natural gas. Its Light Oil segment consists exclusively of the Duvernay in the Greater Kaybob area with about 155,000 gross acres across Kaybob West, Kaybob North, Kaybob East and Two Creeks.


TSX:ATH - Post by User

Post by bosstradeon Oct 02, 2021 7:45am
311 Views
Post# 33957155

Still A lot of questions to be answered by management

Still A lot of questions to be answered by managementWho did we sell egress to? Who is the seven year marketing agreement with?who is the assignment agreement with? We need answers to these questions.
Commercial Transactions Overview

Athabasca has assigned its Keystone Base service of approximately 7,200 bbl/d of blended bitumen capacity and the Development Cost Agreement (“DCA”) in relation to the Keystone XL pipeline to an industry player. The Company has also entered into a seven-year marketing agreement with the counterparty for 15,000 bbl/d of heavy oil that will diversify the Company’s sales to the US Gulf Coast once the incremental Keystone Base service becomes available to industry. The marketing agreement has customary and additional fees including a flow through pipeline tariff when the Gulf Coast service becomes available. This transaction increases corporate liquidity by approximately $80 million through the recovery of a deposit and the release of restricted cash that was securing existing letters of credit.

Additionally, the Company has executed a sale and assignment agreement of its 20,000 bbl/d TMX pipeline service to a downstream player for $20 million cash consideration. Athabasca believes that the timing for monetizing the service is optimal as the Company receives cash consideration today while still being able to participate in the benefits of the construction of the pipeline through an improved local basin differential outlook. The transaction reduces $1.1 billion of transportation commitments over the 20-year term and removes a $50 million future financial assurance requirement once the pipeline is operational.

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